Fee-for-Service

Personal Financial

Planning Courses

Courses

Building a Fee-for-Service Personal Financial Planning Practice

This is our premier course. Tom and Susan Tillery provide training on how to build and implement a fee-for-service integrated personal financial planning model without asset management or product sales. Participants will leave with a proven action plan developed over 15 years, as well as written best practices for all operating and planning steps. Optional coaching/mentoring from Tom and Susan also available.

Collaboration

If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find the right advisers, this class is for you.

The Unbundled Virtual Family Office

Do you have clients who own a business or are ultra-high net worth?  They may be a perfect candidate for a virtual family office.

Courses

The Unbundled Virtual Family Office

Do you have clients who own a business or are ultra-high net worth? They may be a perfect candidate for an unbundled virtual family office. Discover the vast planning opportunities, workflows, and entity designs that will enable you to offer virtual family office services to business owners and ultra-high net worth clients.   Understand the history of virtual

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Courses

Collaboration

If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find the right advisers, this class is for you.   Discover how to establish a network of advisers Learn how to build a consistent stream of referrals Build a

Read More »
Courses

Building a Fee-for-Service Personal Financial Planning Practice

This is our premier course: live on-line training with Tom and Susan Tillery on how to build and implement a fee-for-service integrated personal financial planning model without asset management or product sales. Participants will leave with a proven action plan developed over 15 years,  as well as written best practices for all operating and planning steps. Optional coaching/mentoring

Read More »